SurfControl Web Filter Installation Guide
Transcription
SurfControl Web Filter Installation Guide
Web Filter SurfControl Web Filter Installation Guide www.surfcontrol.com The World’s #1 Web & E-mail Filtering Company Notices Updates to the SurfControl documentation and software as well as Support information are available at www.SurfControl.com/support. Copyright ©1998-2003 SurfControl plc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior permission of the copyright owner. SurfControl is a registered trademark and SurfControl and the SurfControl logo are trademarks of SurfControl plc. All other trademarks are property of their respective owners. Version 4.5 printed October 2003. SurfControl Web Filter - Administrator’s Guide i Contents Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i - i Installation Requirements System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 1 Where to install SurfControl Web Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2 Single-segment Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Multi-segment Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Microsoft ISA Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Auto detecting your network configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 1-4 1-6 1-8 Database Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 9 SQL Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 9 MSDE Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 9 Network Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 10 Identifying your NICs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 10 Installation Flow chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2 Installation Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 3 Upgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 11 Access to SQL Server Database Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 11 Upgrading Archived Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 12 Upgrading SQL Archived Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 12 Post Installation Configuration Database creation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 1 Creating a SQL Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 1 Creating a MSDE Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 4 The Virtual Control Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 5 ii SurfControl Web Filter - Installation Guide Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Post Installation Activation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the VCA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Upgrading the VCA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 3-5 3-6 3-7 Enterprise User Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 8 EUM on Windows NT domain controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 8 EUM on Windows 2000/2003 domain controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 8 Installation Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 9 User Logoff Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 9 To install Enterprise User Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 10 EUM for Netware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11 Installing the Netware Loadable Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11 Performance Tuning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 12 System Workload Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Monitoring Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other Performance Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Performance Factors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Catch-Up Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Distributing Services and Multiple Collectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 12 3 - 13 3 - 13 3 - 14 3 - 14 3 - 15 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16 Proxy Server running on a non-standard port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16 To configure non-standard ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16 If no data is being collected. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 17 Troubleshooting EUM Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 18 SurfControl Web Filter - Installation Guide iii 1 Installation Requirements 1.1 System Requirements You should check that the machines you will be using meet the minimum system requirements outlined in the table below. Operating System Microsoft Windows 2000 Server with Service Pack 1 OR Microsoft Windows 2000 Advanced Server with Service Pack 1 Processor Pentium III or above Memory 512 MB minimum Disk space 1 GB disk space Network Promiscuous mode Ethernet Card If you wish to use Netware User Name Support Novell NetWare 5.x and IP. Web Reporting Note: the Web Filter machine should have Novell Client for Windows 2000 installed Microsoft Internet Explorer 5.0 or higher OR Netscape Communicator 4.75 or higher If you need to monitor a high volume of network traffic, you may require a more powerful PC. Monitoring Internet access over a large, busy enterprise can cause your database to grow very quickly, so you should ensure that the machine you will be using has adequate disk space. For further information see support pages on the SurfControl website: www.surfcontrol.com/support SurfControl Web Filter - Installation Guide 1-1 Installation Requirements 1.2 Where to install SurfControl Web Filter SurfControl Web Filter has a modular design which allows maximum flexibility in a network configuration scheme. Where you install the application will depend on the configuration of your network and the locations from which you wish to administer Web Filter. SurfControl recommends that you study the scenarios in this chapter to determine which installation type is most suitable for your company and network. SurfControl Web Filter uses a sniffer engine to monitor and/or control Internet access activity. The location of this service on your network is critical as Web Filter can only monitor and block what it can see. Routers, switches and gateways may prevent the Web Filter Engine from seeing certain parts of your network, so it is vital that you know if any of these devices are installed and where they are configured before installing SurfControl Web Filter. You can install SurfControl Web Filter in any of these environments: Single-segment network Multi-segment network Microsoft ISA Server Proxy Server For Single or Multi segement networks, SurfControl Web Filter must not be installed on any system that runs other server based products, such as Web Server, Mail Server or similar. For Microsoft ISA and Proxy Server installations, SurfControl Web Filter must be installed on the same machine as that running these servers. For Microsoft Proxy Server. SurfControl Web Filter should be loaded onto a dedicated system and should be positioned on the 'inside' segment of any Proxy Server. SurfControl Web Filter - Installation Guide 1-2 Installation Requirements 1.2.1 Single-segment Network The figure below shows SurfControl Web Filter installed on what is known as a single segment network. All of the machines on the network are connected to a simple hub. In this scenario, you may install SurfControl Web Filter on any suitable machine and you will be able to monitor and control Internet access across the network. 1-3 SurfControl Web Filter - Installation Guide Installation Requirements 1.2.2 Multi-segment Network Use this configuration for switched hubs or networks using router segments. To ensure monitoring of all traffic on a segmented network, you will need to install more than one copy of SurfControl Web Filter. If SurfControl Web Filter is installed on a machine in Segment 2, it will not be able to see any traffic in Segments 1 or 3. Clearly, if you wish to monitor only one segment, this will not present a problem. If, however, you wish to monitor activity on all of the segments you will need to install SurfControl Web Filter in a different location. In the figure below, SurfControl Web Filter has been moved to Segment 1. In this location, it will be able to see all of the traffic to and from the Internet because all Internet traffic will pass though the segment where SurfControl Web Filter is installed. SurfControl Web Filter - Installation Guide 1-4 Installation Requirements Although this installation will monitor Internet traffic for the whole network, some local traffic will not be seen. If, for instance, you have an Intranet Server installed on a machine in Segment 2 being accessed by a machine in Segment 3, SurfControl Web Filter will not see the communication. Again, this may or may not be important, depending on your Internet Access Policy. To ensure monitoring of all of the traffic of a segmented network you will need to install more than one copy of SurfControl Web Filter. In the figure below, two copies have been installed, one in Segment 2 and one in Segment 3. Segment 1 has been left unmonitored because it just has the File/Print/Proxy Server installed. 1-5 SurfControl Web Filter - Installation Guide Installation Requirements 1.2.3 Microsoft ISA Server You may use Microsoft Internet Security and Acceleration (ISA) Server on your system but at the same time want to use SurfControl Web Filter's rule creation ability and category lists. SurfControl Web Filter can be fully integrated with ISA Server to give you the advantages of both ISA's multi-layer, enterprize firewall along with SurfControl Web Filter's superior rule creation and categorization facility. SurfControl Web Filter must be installed on every machine running ISA Server regardless of whether the machine is a single standalone machine or a member of a group of ISA servers. Note For existing ISA customers (pre release 4.2.0.21) there is no upgrade path available for the ISA version of the Web Filter. To link to your old database to extract reports etc, you should backup your existing database before installation. This also affects the translation of your existing rules. Before you start to install SurfControl Web Filter for ISA Server there are certain environment configuration issues that must be met. Ensure that you have carried out the following steps before starting to install SurfControl Web Filter: 1 Find out about the configuration of your ISA Servers. If your ISA Servers are configured into an array and managed as a single, logical entity then this will affect how you set up access rules for SurfControl Web Filter. It is important to be aware of this fact before you start to install SurfControl Web Filter. Single ISA Server installation SurfControl Web Filter - Installation Guide 1-6 Installation Requirements Multiple ISA Server Installations 2 Check the configuration of the SurfControl Web Filter machine(s). Each of the ISA servers that you are intending to install SurfControl Web Filter on must be configured in the following way: Each machine must be assigned a static IP address. The security logs of all domain controllers are set to overwrite events as needed. 1-7 SurfControl Web Filter - Installation Guide Installation Requirements 1.2.4 Auto detecting your network configuration If you are installing on a Microsoft ISA Server or Microsoft Proxy Server environment then SurfControl Web Filter will automatically detect this and install the relevant version of the product. If Microsoft ISA or Microsoft Proxy cannot be detected then the SurfControl Web Filter sniffer engine will be installed. Note If you wish to install the sniffer product on an ISA or Proxy Server environment, you can do this by making the following call from a command line: setup /p standard SurfControl Web Filter - Installation Guide 1-8 Installation Requirements 1.3 Database Requirements 1.3.1 SQL Server Database If you have SQL Server on the machine you plan to install SurfControl Web Filter on, this will be detected during the installation process. If you are planning to use a SQL Server database, but have not installed it, complete the following task before installing SurfControl Web Filter: Install SQL Server on the appropriate machine. This can be on the same machine or on a different machine from where you will install SurfControl Web Filter. Note You should install SQL Server with the default setting of case insensitivity, including case insensitivity for Dictionary Order. Choosing case sensitivity may cause problems when installing SurfControl Web Filter. Reasons for using SQL Server You anticipate storing large volumes of data. This could be due to a high number of users, high Internet activity or the need to retain data for an extended period of time. You require SurfControl Web Filter to write data to a database that is not resident on the same server. You require more than one SurfControl Web Filter installation (referred to as data collectors) to consolidate data to a single database. SurfControl Web Filter works with both Microsoft SQL Server 7 and SQL Server 2000. 1.3.2 MSDE Database If you are not using a SQL Server database then Microsoft SQL Server Desktop Engine (MSDE) will be used. This will create the database for SurfControl Web Filter to use and also enables a seamless upgrade to a SQL Server database should you wish to do so in the future. MSDE will be installed from either the product CD or the Internet via the downloaded setup.exe file. 1-9 SurfControl Web Filter - Installation Guide Installation Requirements 1.4 Network Cards In some instances, when SurfControl Web Filter is used in conjunction with a network switch, it is often connected to a mirrored port on the switch, so that traffic from all ports can be monitored. A mirrored port can only receive data, not send it. In this situation Web Filter will monitor activity (because it can receive traffic) and you will see Internet traffic in the Monitor but it will be unable to send any data. In effect it will not be able to send any blocking packets, nor will it be able to send a message to the user indicating that they have been blocked. The result of this is that any rules you have created will not work. In this scenario, at least two network interface cards (NICs) are needed in the Web Filter server. One NIC will be used to monitor data only, and will be connected to the mirrored port, the other can be connected to any port on the switch and will be used to block and can perform other tasks such as DNS lookup, connecting to a database, user name resolution etc. You may wish to install another NIC to perform these tasks separately. They are set up in the following way: In the ‘Select Network Card’ dialog during installation choose which card you want to use to monitor data. After installation set another card to block and send data out. 1.4.1 Identifying your NICs Before installation identify the NIC that you will use for monitoring data and which will be used to block or send data to the network. Note Ensure that the NICs are connected to the appropriate corresponding switched port. SurfControl Web Filter - Installation Guide 1 - 10 Installation Requirements Select a NIC to receive data Start to install SurfControl Web Filter. If you are installing on a machine with more than one NIC you will see the following dialog during set up: Select the check box that corresponds to the card that you intend to use to monitor data then click Next to proceed through the installation. Configuring the Monitoring NIC 1 1 - 11 Open Network and Dial-up Connections from the Windows Control Panel. All your NICs will be displayed: SurfControl Web Filter - Installation Guide Installation Requirements 2 Select the NIC that you set up for monitoring and right-click it. Select Properties from the drop-down menu. 3 In the dialog that follows you will see a list of components for the connection: Locate the SurfControl Network Protocol Device Driver. Warning DO NOT clear this check box or the SurfControl driver will be deactivated for this network card and all monitoring/blocking will stop. If for some reason this box IS cleared and you do not want the driver deactivated, then re-check it and click OK to restart. SurfControl Web Filter - Installation Guide 1 - 12 Installation Requirements 4 Select this driver and click the Properties button. A Properties dialog will appear: 5 Ensure that both the Monitor this adapter and Redirect blocking packets to: check box are selected. Select the NIC you wish to use to send blocking data to from the drop down list. Configuring the blocking NIC 1 Navigate to the SurfControl Network Protocol Device Driver dialog for the blocking NIC, using the same method as for configuring the monitoring NIC, described above 2 Ensure that both the Monitor this adapter and Redirect blocking packets to: check boxes are cleared. Using a third NIC If you want to set up a third NIC for network communication, the following binding settings are recommended. Web Filter Monitoring and Blocking NICs SurfControl Network Protocol Device Driver - Selected Internet Protocol (TCP/IP) - Not Selected Network Communication NIC SurfControl Network Protocol Device Driver - Not Selected Internet Protocol (TCP/IP) - Selected If using a third NIC, the protocol device driver properties for the Monitoring NIC needs to be configured in the following way (as in step 5 above for the blocking NIC). Monitor this adapter - selected. Redirect blocking packets to: - cleared. 1 - 13 SurfControl Web Filter - Installation Guide Installation Requirements Ensure the correct NIC is selected from the drop down list. SurfControl Web Filter - Installation Guide 1 - 14 2 Installation This section contains instructions for a successful installation of SurfControl Web Filter. The flowchart and descriptions explain what you should do at each stage of the installation process. SurfControl Web Filter - Installation Guide 2-1 Installation 2.1 Flow chart The following flowchart shows the processes involved when installing SurfControl Web Filter. Welcome Information screen (where applicable) License Agreement 1 Installation continues 2 No Display Readme? Yes Readme file displays and installation continues 3 Select SQL Database Installation Option Complete Install with MSDE 2000 Complete Install using an existing copy of SQL Server MSDE Download and installation follow on screen instructions 4 Remote Administration (needs SQL Server) Enter Customer information Choose destination location 5A 5B 5 Complete product Choose setup type Select server installation options Remote Administration (you must install complete product first) Select client installation options Select Network Card (if applicable) Select server type Install Summary Transfer of files 6A 6 Windows Authentication 6B Select MSDE / SQL Server Database and authentication type SQL Authentication Enter name of database Enter name of database Log on as other account Select account for Web Filter Service Log on as local system account 7 8 SurfControl Web Filter - Installation Guide Systems Administrator notifications Register for category updates 2-2 Installation 2.2 Installation Description The numbers in the following description relate to the steps in the flowchart. Throughout the install process you can: Click Next to move on to the next part of the installation process. Click Back to go back to the previous screen. Click Cancel to abort the installation of Web Filter. From the Welcome screen, click Next to continue. 1 License The SurfControl License Agreement. You must agree to the terms and conditions contained within this agreement before you can install SurfControl Web Filter. The Next button is greyed out until you select the ‘I accept the terms of the License agreement’ radio button. 2 Display the Readme file The Readme file contains information about new features, customer reported issues fixed and known issues with the product. It is strongly recommended you read this file before continuing with the installation process. Click Next and the Readme will display in a web browser. 3 SQL Database Installation Options Note This dialog only appears if there is no SQL Server database detected on your machine. If one is present, you will go straight to step 4, Customer Information. On this dialog you have three options: Complete Web Filter product with MSDE2000. This includes the installation of MSDE on your machine from either the product CD or via the Internet from the downloaded setup.exe file. During the MSDE installation process you will need to provide a Systems Administrator User Name and Password. At the end of the MSDE2000 installation process you are asked whether or not you want to restart your machine for the changes to take place. You MUST click Yes on this dialog, as problems with the rest of the Web Filter installation may occur if you don’t restart your machine. You will need to begin the Web Filter installation again after restarting. Complete Web Filter product using an existing SQL Server. During this installation you will be asked to connect to a SQL Server database located on your network. No data will be written to the local machine. Web Filter Remote Administration. You need to have installed one of the Complete Product options as described above before installing a Remote Administration. 2-3 SurfControl Web Filter - Installation Guide Installation 4 Customer Information This dialog allows you to specify a User Name, Company Name and Serial Numbers for both Web Filter and the Virtual Control Agent™. If you are evaluating Web Filter you can leave the Serial Numbers blank and you will install a 30 day trial version. If you then purchase the product you can enter the Serial Number supplied via the Help > About menu options from any of the Web Filter components. Click Next and you will be asked to choose a destination location. the default is: C:\Program Files\SurfControl\Web Filter You can Browse to select a different location if you choose. Click Next having either selected the default or chosen an alternative location. 5 Setup Type There are two Setup Type options: Complete Product - this installs all of the SurfControl Web Filter components, linking to the SQL Database chosen in Step 3. Remote Administration - if you wish this machine to act as a Remote Administration Client, highlight this option. This option is highlighted if you chose Remote Administration in Step 3. Note Remember that a Complete product installation must have been performed on your network before chosing Remote Administration, as it will search for the SQL Server database setup as part of this procedure. If you chose the Complete Product Installation option here after chosing Remote Administration option in Step 3, a warning dialog will appear. This will remind you that you need an instance of MSDE or SQL Server database on your network. 5A Complete Product Installation Options Having chosen the Complete Product Installation, the next screen is the Select Server Installation Options dialog. The options are: Automatically Monitor New Users. This enables all new users added to your network to have their Internet activity monitored. Enable User Name (EUM) Support. This uses Windows 2000 security auditing to resolve usernames when a router is between the SurfControl Web Filter machine and a user's workstation. This enables SurfControl Web Filter to monitor across networks. See the EUM section for more details. Note This option is not available for ISA or Proxy Server installations. SurfControl Web Filter - Installation Guide 2-4 Installation Install Virtual Control AgentTM. The Virtual Control Agent (VCA) evaluates "unknown" web sites then classifies each Web page into one of the SurfControl Web Filter categories. If you have not purchased a license, the VCA will operate as a 30 day trial version. See the VCA chapter in the Post Installation Configuration section for more details. By default, these options are checked, so if you do not wish to install any of these options, un-check the relevant box. You can also configure these three options following installation. For EUM see the Programs > SurfControl Web Filter > Enterprise User Monitoring menu to either install or uninstall. Note: this option is not available for ISA or Proxy Server installations. For the VCA to either install or uninstall, click the Change/Remove button in the Add/Remove Programs options in the Control Panel. Choose the Modify option from the first dialog box and select the VCA. To change the Monitor New Users option, see the Configure > Monitored Users menu option from the Web Filter Monitor. Click Next to continue If your machine has more than one network card installed, the Select Network Card dialog box will appear. Select the card that you wish to monitor Internet traffic via by checking the relevant box. For more information on network cards, see the pre-installation section. Note This option is not available for ISA or Proxy Server installations. Click Next to continue. The Select MSDE/SQL Server Database dialog will appear. See Step 6 2-5 SurfControl Web Filter - Installation Guide Installation 5B Remote Administration Installation Options Setting up a machine as a Remote Administration Client gives you the following functionality: The ability to see monitored traffic that is recorded in the database using the SurfControl Web Filter Monitor. To create and edit rules then commit them to the database so that they work across your system. Setup scheduled events for Command Line, Database Management, Network Groups Updates and Reporting tasks. Start and stop the SurfControl services. Use standard reports with any database and Web reports with a SQL Server database. A Remote Administration machine does not have the following functionality: The ability to collect any network traffic data. Use of the Real-Time Monitor. Update the Category List updates. The ability to update the SurfControl Web Filter database. Having chosen the Remote Administration Installation, the next screen is the Select Client Installation Options dialog. You can choose whether or not to install the Virtual Control AgentTM (VCA) from this dialog. As you should only install the VCA on one collector per monitor database, the default is not to install. Click Next to continue. The next dialog box asks you to specify the server platform type. The option selected and highlighted will depend on the environment automatically detected during the initial installation process. Note If you manually installed the sniffer product on an ISA Server, you should select the ISA Server option here to ensure you have the Bandwidth Rule tab included in your Rules Administrator object options. Click Next to continue. You will now see a summary of your installation settings. Click Next to start the installation. Once the installation has finished, the Select MSDE/SQL Server Database dialog will appear. SurfControl Web Filter - Installation Guide 2-6 Installation 6 Select MSDE/SQL Server Database After the installation of the Complete Product or Remote Administration has finished, this dialog asks you to select the Server and Authentication type. Server - from the Server drop-down list box, select the server you wish to connect to. Authentication - you have a choice of two authentication types: Windows Authentication SQL Authentication 6A Windows Authentication The default choice. This uses the Windows User Name and Password. Click Next to continue. The dialog box then asks you to select a database for Web Filter to use, from the server selected in the previous screen. All SQL Server databases present on the selected server are visible from the drop-down list box. The default database is: surfcontrol_webfilter If you wish to use a new database, not present on the server, you can enter the name in the Database field to create it. Click Next to continue. 2-7 SurfControl Web Filter - Installation Guide Installation Having chosen Windows Authentication, the next dialog asks you to select an account for the Web Filter Service. This needs to have administrator rights. There are two Log On As options: Local System Account. If the database is on the local machine, you can choose this option. This Account. If the database is on a different machine, you will need to use this option. You will need to supply the following information: Domain\User Name Password Password Confirmation Having entered the Log On As information, click Next to continue. The Systems Administrator Notifications dialog will appear. See Step 7. 6B SQL Authentication This requires the use of a pre-existing SQL User Name and Password. The User Name must have rights to create databases. Click Next to continue. The dialog box then asks you to select a database for Web Filter to use, from the server selected in the previous screen. All SQL databases present on the selected server are visible from the drop-down list box. The default database is: surfcontrol_webfilter If you wish to use a new database, not present on the server, you can enter the name in the Database field to create it. Click Next to continue. The Systems Administrator Notifications dialog appears. SurfControl Web Filter - Installation Guide 2-8 Installation 7 Systems Administrator Notifications SurfControl Web Filter can send message notifications to a specified e-mail address if any of the following events occur: Service running status change - if one of the SurfControl services stops running. Catch up mode notifications - if Web Filter enters catch up mode due to the volume of Internet traffic being generated. Scheduled task failures - if a scheduled task fails to run in the Scheduler. Category List License reminders - if a Category List License is close to expiring. By default, all these notifications are selected. Clear the appropriate box if you do not wish to receive a certain message type. You need to enter your company’s SMTP Server name and a Recipient Address. The From Address is the default e-mail address from the Rules Administrator. You may replace this with an address of your choice. Note You can also configure these notification settings following installation by rightclicking the Web Filter icon in the status area and selecting the Configure Web Filter Service menu option. Click on the Email Notifications tab to bring up the settings. Click Next to continue. the InstallShield Wizard Complete dialog appears. Before you can use Web Filter, you need to restart your computer. You have the choice to do this immediately, or later. Click Finish. 2-9 SurfControl Web Filter - Installation Guide Installation 8 Register for Category Updates On restarting your machine, Web Filter will ask you to register your product in order to receive Live Updates of the Category Lists. Complete the form, making sure you complete the required fields (marked with an *). You can also set a different location for the downloaded temporary files than the default by browsing to the folder you wish to use. The default location is: C:\Program Files\SurfControl\Web Filter\ Note You can register at a later date by adding a Category Database Update event in the Scheduler. Click Register. A Scheduler dialog will appear confirming the setup of the scheduled update. This can be changed via the Scheduler if needed. Click OK. The install is now complete. SurfControl Web Filter - Installation Guide 2 - 10 Installation 2.3 Upgrading 2.3.1 Access to SQL Server Database Upgrade If you are upgrading from a previous version of SurfControl Web Filter to 4.5 and your database was Microsoft Access, this will be upgraded to a MSDE2000 or SQL Server database as part of the process. Note You cannot upgrade an earlier evaluation copy to version 4.5 of SurfControl Web Filter. 2 - 11 1 Start the installation as described earlier in Section 2 2 If you have already got a SQL Server Database on your machine, this will be detected automatically. You then go straight to Step 4. 3 If you have no SQL Server Database present, you will need to choose the Complete Install with MSDE2000 option (see Step 3 in the Installation Description section). Once MSDE2000 has been installed and your machine re-booted, you need to restart the installation. 4 You will be asked to select your upgrade option on re starting the installation. The default is to ‘Keep Existing settings’. Click Next. 5 The Database Updater dialog will appear. This will show the current DSN. You can use this or browse to select another if you want. Click Update Database. 6 A dialog will inform you when the database has been updated succesfully. 7 The upgrade then follows the same path from Step 6 in the Installation Description section. SurfControl Web Filter - Installation Guide Installation 2.3.2 Upgrading Archived Databases If you have a number of archived Access or databases you wish to upgrade to SQL Server, you will firstly have to upgrade your current database as described in 3.1 above. Following a successful upgrade you can then run the dbmodify tool. This tool is found in the following folder following a default installation: C:\Program Files\SurfControl\Web Filter\Tools. 1 Double click the dbmodify application and the SurfControl Database Updater dialog will appear. This will show your current DSN. If you need to select a different DSN click the Browse button and navigate to its location. 2 Then click Update Database. 3 A dialog will inform you when the database has been updated succesfully. You can now run the ‘Upgrade Access to MSDE SQL Server’ wizard from the Programs > SurfControl Web Filter > Database Tools menu. This wizard will guide you through the upgrade process. 2.3.3 Upgrading SQL Archived Databases To use archived SQL Databases all you need to do is run the dbmodify tool as described above. SurfControl Web Filter - Installation Guide 2 - 12 3 Post Installation Configuration 3.1 Database creation This section explains how to set up a new SurfControl Web Filter Database. 3.1.1 Creating a SQL Server Database In order to create a SQL Server database to be used by SurfControl you need a valid SQL account on the SQL Server. You can create the database using the built in sa account, using the password that you specified during installation (if you opted to change it) and in this instance you would create a database in the same way as you would if creating a MSDE database (see section 1.2 Creating a MSDE Database for more details). If, however, you are unable or unwilling to use the ‘sa’ account for whatever reason, then you must create a new user account before creating the SQL database: Creating the Account 1 First stop the SurfControl Web Filter service and make sure that you have all of the SurfControl components (Monitor, Rules Administrator etc) closed. 2 Open the SQL Enterprise Manager from the Microsoft SQL Server Start menu. 3 Click on the ‘+’ sign in front of the SQL server name to expand the tree. 4 Click on the ‘+’ sign in front of Security and choose Logins from the expanded tree. Right-click on ‘Logins’ and select ‘New Login’. 5 In the dialog that follows: Select the General tab and enter a name for your new account. Select the ‘SQL Server authentication’ radio button and enter a password in the ‘Password’ edit field. Select the ‘Server Roles’ tab. Check the Database Creators key. 6 Click OK. SurfControl Web Filter - Installation Guide 3-1 Post Installation Configuration Creating the Database 1 Choose Database Tools/Create MSDE SQL Server Database from the SurfControl Start menu. 2 This will launch the Create SurfControl WebFilter Database Wizard that will guide you through the steps involved in creating a SQL Server database for use with SurfControl Web Filter. Setting up Access to the Database 1 Open the SQL Enterprise Manager from the Microsoft SQL Server Start menu. 2 Click on the ‘+’ sign in front of the SQL Server name to expand the tree. 3 Click on the ‘+’ sign in front of Security and choose Logins from the expanded tree. 4 Right-click on your newly created login from the list of available logins and select Properties. 5 Select the Database Access tab in the dialog that follows then select your newly created SurfControl database. 6 In the ‘Database Roles’ section ensure that both ‘Public’ and ‘db_owner’ are checked. 7 Click OK. Accessing your new database On the machine that you wish to access the database: 1 Select Database Tools/Select Database on the SurfControl Start menu. You will now see the Select SurfControl Database dialog: If you wish to set this as the default database to be used by the SurfControl Monitor select the Monitor tab. If you wish to set this as the default database to be used by the Surf Control Rules Administrator, select the Rules Administrator tab. 2 Click the Browse button. 3 This will launch the SQL Server Login where you can navigate to your new database. Click Connect to SQL Database to expand the dialog. The expanded dialog will enable you to enter details of the machine where your database is located. 4 In the ‘Server’ edit field enter the name of the server where the database is installed. This name will be saved in the list for ease of access next time. Up to ten names can be stored in this way. 5 Select your new database from the ‘Database’ list. Click OK. SurfControl Web Filter - Installation Guide 3-2 Post Installation Configuration Creating the SQL Server Account After you install both SQL Server and SurfControl Web Filter, you must provide a SQL Server login for SurfControl to use when connecting to the database. Note You must use this SQL Server login to create the SQL database. Furthermore if users are to use the Select Database utility then they must again use this account rather than the sa account. This is the only account that should be used with the Rules Administrator. Creating a SurfControl Web Filter User Account: 1 On the server that is running Microsoft SQL Server, choose Microsoft SQL Server Enterprise Manager on the Start menu. 2 In the Management console, open the tree properties until you can select the icon for the server you are working from. Under there should be a list of folders including two called Databases and Security. 3 Open the Security folder and select the Logins property. You should see in the right pane a list of the current logins available for SQL Server. 4 Right-click in the space below and select New Login from the dialog box. From here you can create a new user account for SurfControl to use when connecting to the database. 5 At the top of the first page add the new name for the login (e.g.: surfadmin). You will need to choose a form of authentication. Select the SQL Server authentication and then you can either choose to add a password or leave it blank. If you add a password you will be requested to confirm this later on. From the third option on this page, 'Defaults', select from the database menu the SurfControl Web Filter database. Leave the language option set to default. The second tab on this dialog, titled 'Server Roles', should be left with no properties highlighted. 6 In the Database Access tab, select the SurfControl database and then in the menu below 'Permit in Database Role' select the top two options: 'public' and 'db-owner'. No other properties need to be selected. Click OK to create the new user account. Next you will need to modify the SurfControl database. Right-click on the previously created database in the databases folder and select properties. Go to the 'Options’ tab and select the ‘Restrict Access' check box. Click OK. You will now be able to open the SurfControl monitor using the new user login. 3-3 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.1.2 Creating a MSDE Database 1 Select Database Tools/Create MSDE SQL Server Database from the SurfControl Start menu. 2 This starts the Database Creation Wizard that will guide you through the steps involved in creating a MSDE database for use with SurfControl. 3 The first information that you will be asked for is the server where you wish to create the database and the type of authentication that this machine requires: Use Trusted Authentication- selecting this check box will mean that your Window’s user name and password will be used. SQL authentication - if you don’t select the ‘Use Trusted Authentication’ check box’ you will need to enter a valid SQL account name and password. 4 Enter a name for the new database then check the remaining options as required: Use default file locations - this will store the database file and the transaction log file on the server. If you wish to store these files elsewhere then you need to uncheck this option and specify a location for these files in the dialog that follows. Set as the Web Filter Service default database - the Web Filter Service will set this database as the default for the Monitor and Rules Administrator applications. Restart the Web Filter Service with this database - the Web Filter Service will automatically start to write to this database once you have created it. Populate with sample monitored data - shows a full database of sample data that can be used to try out reports and Monitor settings. This is useful when you are getting to know the product and either do not have or do not wish to use an existing full database. 5 The Finish dialog will indicate that you have created a new database. SurfControl Web Filter - Installation Guide 3-4 Post Installation Configuration 3.2 The Virtual Control Agent 3.2.1 Installation Note You should stop the SurfControl Web Filter service and all other applications before installing or uninstalling the VCA. If you did not install the Virtual Control Agent when installing Web Filter, or wish to uninstall it, highlight the SurfControl WebFilter entry in the Add/Remove Programs menu from the Windows Control Panel and clicking the Change/ Remove button. Choose the Modify option from the first screen. Click Next and the VCA should be selected (to install). Clear the check box to uninstall. Click Next and follow the prompts. Note: you should only have one VCA installation per Monitor database. The default option during a Remote Administrator installation is to not install the VCA. 3.2.2 Post Installation Activation If you need to enter the VCA Serial Number, you can do so while the VCA window is open. 1 Select VCA from the SurfControl Web Filter group on the Start menu. 2 Right-click on the VCA icon in the upper-left corner of the VCA window, then select About SurfControl Web Filter Virtual Control Agent from the pop-up menu. 3 Click Serialize in the About box. 4 Enter the serial number in the dialog, then click OK. Note SurfControl Web Filter VCA running in evaluation mode will not update the SurfControl Web Filter database. However, it will give feedback on totals of sites that would be categorized when activated. 3-5 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.2.3 Configuring the VCA Configuration of the VCA is carried out within the Settings tab of the SurfControl VCA dialog: Within this dialog you can configure the following: Spider Settings Proxy Settings The Spider Settings The Settings tab enables you to control how the VCA will handle connections and pages during classification runs. Observe Robot Exclusion Policy - some sites contain a text file that describes exactly what each spider (or robot) can access on the site. If you choose to ignore this policy then the spider will try to access unauthorized areas on the site. This may result in your IP address being banned by the site. Impersonate Internet Explorer - if you select this item the VCA will identify itself as Internet Explorer when making requests to servers. If you uncheck this item then the VCA will identify itself as SurfControl Web Filter. Some sites are inaccessible unless you impersonate Internet Explorer. Alternatively, sites can also ignore requests that originate from SurfControl Web Filter. Cache retrieved web pages - adds any pages directly retrieved during the VCA run to the local web page cache, if available. Retrieve pages from cache - enables VCA to use locally cached versions of pages on a site, rather than having to go out and retrieve current versions directly from the site to be classified. The Proxy Settings The Proxy Settings are available on the Settings tab of the VCA. If the VCA will be accessing the Internet through a Microsoft Proxy Server, you should select the ‘Use Proxy’ setting check box. Note If you want the VCA to use NT Authentication when going through the Proxy Server, check the Use NT Authentication box setting. If you do not want to use NT Authentication then supply a User Name and Password. SurfControl Web Filter - Installation Guide 3-6 Post Installation Configuration The General Settings section The General Settings section contains a check box entitled 'Submit details of VCA categorized sites to SurfControl'. If you check this box then as VCA categorizes 'None' sites it will send these sites with their new categorization to SurfControl. Research staff examine these sites to check that the categorization applied by VCA is correct. Once these categorizations are verified the URLs are added to the Category Database to ensure that it always contains the most comprehensive and up-to-date information. 3.2.4 Upgrading the VCA If you did not have VCA installed on a previous version of SurfControl Web Filter and you now wish to upgrade this version then VCA will not be installed during the normal upgrade process. VCA will need to be installed manually. To install the VCA manually, navigate to the SurfControl Web Filter installation directory where you will find a folder containing the VCA components. Double-click the VCA setup.exe file. Follow the on-screen prompts to install the VCA. If you did install VCA on a version of SurfControl Web Filter that you now wish to upgrade then VCA will be upgraded along with the rest of the Web Filter product. However this will only happen if the version of VCA that you have is the following: SurfControl Virtual Control Agent 4.0.2.2 3-7 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.3 Enterprise User Monitoring By default, SurfControl Web Filter resolves user names in a Windows NT or 2000 environment by issuing a NetBIOS query based on the MAC address. SurfControl Web Filter also provides an Enterprise User Monitoring (EUM) utility for resolving user names in a routed network. SurfControl recommend you use EUM for all user name resolution with Web Filter. As an alternative you may also choose to monitor on Novell User Names. See section 3.4 for more details on Novell Netware. SurfControl recommends user name resolution because: Workstation name resolution only identifies the machine requesting the data, not the user who originated the request. Monitoring user names is more convenient in a workplace where employees share or swap machines frequently. Allows you to utilize existing NT Users and Groups for creating rules. Note EUM is not available on Proxy or ISA Server installations. 3.3.1 EUM on Windows NT domain controllers SurfControl Web Filter installs the EUM agent onto Windows NT domain controllers as a service (ScUserAgent.exe). During installation, SurfControl Web Filter configures the domain controllers to record Successful Logons to the security log (event 528). If you make changes to this audit policy and disable event 528 logs (Successful Logon), EUM will no longer operate properly. See the EUM section in the Administrators Guide for more details. Before installation onto a NT domain controller, ensure the trust relationships are set up for multiple domain environments. In this case SurfControl is Trusted, all other domains are Trusting. 3.3.2 EUM on Windows 2000/2003 domain controllers The EUM is installed onto Windows 2000/2003 domain controllers as a dll (ScSubAuth.dll). When EUM is installed on Windows 2000 environment, it uses Microsoft’s Sub-Authentication to resolve user names. See the EUM section in the Administrators Guide for more details on Sub-Authentication. After installation on Windows 2000, you must reboot the domain controller. SurfControl Web Filter - Installation Guide 3-8 Post Installation Configuration 3.3.3 Installation Instructions Before installing the EUM software, make sure your environment meets the following requirements: A static IP address has been assigned to the SurfControl Web Filter machine(s). You have administrator rights to all domain controllers where you will install the EUM agents. The SurfControl Web Filter machine is located in the correct domain. In a two-way trusted environment, it can be located in any domain. If a one-way model is in use, then it should be located in the master domain so it can see all other domains. No restriction on the firewall or router for the TCP/IP port used. The default port is 61695 (61696 on Netware). Ensure that the security logs of all domain controllers are set to overwrite events as needed. 3.3.4 User Logoff Recommendations Before beginning the installation procedure, try to make sure there are few or no users on the network or when a forced logoff can be scheduled. This ensures the fastest, most accurate detection of users. If this condition cannot be achieved, it may take a few days for SurfControl Web Filter to detect all users, as they log off and back on to the system in the course of normal work patterns. 3-9 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.3.5 To install Enterprise User Monitoring 1 Select Install Enterprise User Monitoring from the Programs > SurfControl Web Filter > Enterprise User Monitoring menu. 2 Click Next on the Welcome Screen. 3 Enter the hostname of the Server running the SurfControl Web Filter software. By default, this is the name of the Server running the EUM installation. SurfControl recommends that you check the hostname resolves via DNS. 4 Specify which port the User Agent and SurfControl service should use to communicate and click Next to continue. SurfControl recommend you choose the default port 61695 (61696 on Netware). 5 Select or deselect the domains to monitor. The list includes the local domain and all trusted domains on the network. Click Next to continue. 6 Select the domain controllers where you want to install the EUM agents, and click Next to continue. You now see a window indicating the progress of the EUM installation. For each domain controller selected, the installation process will now perform the following tasks: 7 Enable auditing for Logon and Logoff (for each domain). 8 Create the directory: C:\SurfControl User Agent. 9 Copy the User agent service, ScUserAgent.exe and scua.ini to the User Agent directory. 10 Start the User Agent Service. Progress details will be displayed in the dialog. 11 When the Agents have been installed on all the domain controllers, select Finish to complete the installation. 12 You now need to reboot your Windows 2000/2003 server. SurfControl Web Filter - Installation Guide 3 - 10 Post Installation Configuration 3.4 EUM for Netware 3.4.1 Installing the Netware Loadable Module nweum.nlm is the Netware based User Agent. It provides the same functionality as the NT EUM but on a Netware platform. With this product user logon events are seen only on the Netware Server and for this reason the NLM must be loaded on to every Netware Server. To install the NLM: 1 Install Novell Client 32 on to a workstation. The network must be using Novell 5 or 6 over IP. 2 From this workstation log on to the Novell Server with administrative rights. 3 Go to the SYS volume and create a directory for example, nweum. 4 Under this directory, copy the files nweum.nlm and scua.ini. 5 On the Netware Server console, load the NLM by typing: Load sys:\nweum\nweum.nlm 6 Click Enter. Note The system will not allow you to load the NLM if a copy is already running. Automatically loading the NLM To automatically load the NLM every time the Server is rebooted edit the file sys:\system\autoexec.ncf Add the line: load sys:\nweum\nweum.nlm at the very end of the file. You can edit this file using any text editor from the workstation or from the Netware Server by typing: Load edit sys :\system\autoexec.ncf Unloading the NLM To unload the NLM type: unload nweum.nlm For information on editing the Novell version of scua.ini see the EUM section in the Administrator’s Guide. 3 - 11 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.5 Performance Tuning There are a number of factors to take into account when deploying SurfControl Web Filter on your network, which relate to the choice of server, number and locations of servers, and configuration options. The first thing to understand is the components within a server that affect performance: CPU: A faster CPU or multiple CPUs will improve processing throughput. RAM: A Larger amount of memory will improve performance through better buffering. Disk Subsystem: Probably the most important factor, a faster disk system (SCSI, SCSI II etc) will improve throughput. Virus checkers and services: Disable any that are not needed. 3.5.1 System Workload Issues What size and strength of system your monitoring requires depends on the amount of traffic (packets per second) that you need to monitor since the biggest impact on performance is the recording of monitored packets to the SurfControl database. Understanding the volume of network traffic, the mix of protocols, and the level of detail you want to monitor will help in sizing the correct system. As a hypothetical example, a network might have on average 600 packets a second passing by the SurfControl Monitor. These could break down into the following percentages: HTTP (web access) - 70% FTP - 15% Telnet - 10% SMTP - 5% SurfControl Web Filter - Installation Guide 3 - 12 Post Installation Configuration 3.5.2 Monitoring Options If you are not interested in monitoring FTP or telnet, you can disable these protocols in the SurfControl Web Filter Monitor. Doing this reduces the workload for SurfControl Web Filter. You can further reduce the workload by deciding not to monitor certain workstations (this does not stop your ability to control those workstations access from the Rules Administrator). This can be done through the Monitor User interface. For instance if you have a web server inside your firewall you may not wish to see all the traffic associated with that system. You can also reduce the amount of monitoring for each connection by recording only the top-level domain and not individual graphics that typically get accessed. 3.5.3 Other Performance Options You can also control other performance factors, such as: Disable the monitor all HTTP traffic setting (will only monitor top level domain information). Disable auto-categorization, or only using SmartScan. Disable username support (if you have not implemented NT or NDS usernames across your network you may only require a hostname). Lengthen the time between checking if a new user has logged in on a workstation. If you have workstations on your network that don't have an entry in your DNS Server, you will suffer a performance penalty. SurfControl Web Filter will attempt to resolve the workstation name, which ultimately results in a timeout from the DNS Server that will slow the service. This applies not only to internal workstations, but also to external workstations that enter your network. You may see a lot of external workstations registering in the Monitor if you have a Web Server, FTP Server or E-mail Server on the monitored network. You can disable the workstation name resolution to speed up performance by deselecting the Enable Workstation name resolution option. 3 - 13 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.5.4 Performance Factors There are other factors that come into play, and other options you can deploy in tuning the system. The size of the monitored database can also impact performance. Another factor is the demand for reporting as well as recording; high reporting requirements can impact system performance. 3.5.5 Catch-Up Mode When SurfControl Web Filter is unable to keep up with the volume of data it is trying to record to the Monitor database, it will move into "catch-up mode", where it starts to set monitoring priorities. First, SurfControl Web Filter will stop recording non-HTTP data, and then it will stop recording HTTP data. A warning will be written to the event log when catch-up mode is started and when normal service is resumed. This does not affect the rules and blocking. Catch-up mode is based on classic high and low water principles to prevent constant stopping and starting of monitoring. However, if this happens frequently, there are various solutions: Use a more powerful PC for monitoring. Archive the database frequently. This speeds up the committing of information to the database. Monitor less information. For example, only capture details for specific users. Monitor to flat file, and then update the database during non-peak hours. Disable DNS resolution for either workstations and/or sites. SurfControl Web Filter - Installation Guide 3 - 14 Post Installation Configuration 3.5.6 Distributing Services and Multiple Collectors Your network may have such a large volume of traffic that no one system can handle it. In these instances you can deploy multiple Servers. These Servers can be physically deployed on different segments if you have a switched network, or they can be configured to only monitor certain subnets (using the SurfControl Web Filter Service). You are then able to balance the load across Servers. This will result in separate monitor databases on each Server. This may be a good solution if you want to delegate control to departments or groups, as they will be able to monitor and control their own Internet Access Policy. However, if you wish to use a single database to view and produce reports, you will need to consolidate the information. This can be done in one of two ways: Use flat files at each of the SurfControl Servers (in this case known as collectors). Then use the SurfControl 'Database Updater' process to write the flat files from each of the 'collectors' to a single database. Configure both collectors to simultaneously write directly to the single database. 3 - 15 SurfControl Web Filter - Installation Guide Post Installation Configuration 3.6 Troubleshooting This section covers some problems that may occur during or after installation of SurfControl. 3.6.1 Proxy Server running on a non-standard port SurfControl Web Filter by default only monitors the following protocols and ports. HTTPS: 443 HTTP: 80,8080,8000 FTP: 21 Telnet: 23 NNTP: 119 Note On an ISA installation, you will only see HTTP, HTTPS and FTP protocols as default. If your clients are configured to access an HTTP Proxy Server that does not use these default ports, you will need to configure SurfControl Web Filter to monitor the non-standard ports. 3.6.2 To configure non-standard ports 1 Stop the Web Filter service by right-clicking on the SurfControl Web Filter icon in the Windows taskbar status area and selecting Stop Web Filter Service on the popup menu. 2 Open the SurfControl Monitor. 3 Select Monitored Protocols from the Configure menu. 4 Highlight the protocol you wish to re-configure from the protocols list to display the currently configured ports. Click Configure Protocols. 5 Highlight the protocol again and click the 6 In the Ports dialog, click the button. Enter the port number in the box. Click Close, then Click OK on the rest of the dialogs. 7 Restart the Web Filter Service. SurfControl Web Filter will now monitor requests on the new ports. SurfControl Web Filter - Installation Guide button. 3 - 16 Post Installation Configuration 3.6.3 If no data is being collected 3 - 17 1 Check that the Web Filter service is running. The SurfControl Web Filter icon in the System Tray should appear in color. If it is grayed out, the service is not running. 2 To start the service, right-click on the SurfControl icon in the Windows taskbar status area and select Start Web Filter Service on the popup menu. 3 If the service will still not start or you experience further problems, please contact SurfControl Support. SurfControl Web Filter - Installation Guide Post Installation Configuration 3.7 Troubleshooting EUM Issues If you are having difficulties making EUM work correctly, please check these items before contacting SurfControl Support: After installing the EUM agent, make sure that all domain users log out and then back into the domain because the agent will not pick up previously logged-in users. Check the security logs on the domain controllers to ensure that the user has indeed logged on. If an entry is present for the user, ensure that the workstation name can be resolved from the domain controller running the user agent. If it can't be resolved, NetBIOS is not installed on the client and no DNS entry is present. You should add a DNS entry or install NetBIOS on the client. Ensure that the agent is installed on all domain controllers that authenticate users. SurfControl Web Filter - Installation Guide 3 - 18